Cape Investment Advisory offers investment management on both a discretionary and non-discretionary basis, along with financial planning services. Financial planning can be comprehensive or focus on specific areas. Cape Investment Advisory may recommend third-party asset managers. Cape Investment Advisory is affiliated with Cape Securities, American Global Wealth Management, and First Asset Financial.
Assets Under Management$400M
Clients1,634
Advisors34
Avg. per Client$250K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$25K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1M+ | 2.00% |
The annual fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
34 Advisors at this firm
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